Vertiv Holdings LLC（VRT）今日盘中股价大跌5.05%，引起了市场关注。
消息面上，尽管Vertiv近期频传利好，包括多家主要券商上调其目标价，以及公司财报超预期、订单量暴增，但今日美国股指整体下挫，软件和科技股普遍下跌，削弱了个股的积极表现。分析师指出，强劲的劳动力市场数据降低了市场对央行降息的预期，导致大盘承压，进而影响了Vertiv的股价。
基本面来看，Vertiv作为英伟达官方指定的液冷合作伙伴，其2025年第四季度业绩表现强劲，订单同比增长252%，公司对2026年的销售额指引也远超华尔街预期，显示出在AI算力基础设施领域的强劲增长潜力。
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